Allworth Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $267K | Buy |
12,141
+7,811
| +180% | +$172K | ﹤0.01% | 1057 |
|
2025
Q1 | $93.8K | Hold |
4,330
| – | – | ﹤0.01% | 1254 |
|
2024
Q4 | $92.5K | Buy |
4,330
+3,352
| +343% | +$71.6K | ﹤0.01% | 1296 |
|
2024
Q3 | $21.7K | Hold |
978
| – | – | ﹤0.01% | 1852 |
|
2024
Q2 | $21K | Hold |
978
| – | – | ﹤0.01% | 1849 |
|
2024
Q1 | $20.9K | Hold |
978
| – | – | ﹤0.01% | 1748 |
|
2023
Q4 | $21.2K | Buy |
+978
| New | +$21.2K | ﹤0.01% | 1620 |
|